3 / 5 Stars
3 2 2 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#40 in World Allocation
U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 3.17 percent over the past year, 4.74 percent over the past three years, and 15.71 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||15.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in a combination of underlying funds that currently exist or that may become available for investment in the future for which GSAM or an affiliate now or in the future acts as investment adviser or principal underwriter (the "underlying funds"). Under normal conditions, at least 80% of the Portfolio's total assets will be allocated among underlying funds that the Investment Adviser considers to be invested in satellite asset classes. The Portfolio's investment in any of the underlying funds may exceed 25% of its assets.
Fees are Low compared to funds in the same category.
Goldman Sachs Satellite Strategies Fund has an expense ratio of 0.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.